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Capital Performance Advisors’s Rocket Lab Corp RKLB Stock Holding History

Capital Performance Advisors’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57
Closed -$555 – 2128
2024
Q3 		$555 Buy
+57
New +$346 ﹤0.01% 2200

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Performance Advisors's RKLB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Rocket Lab Corp (RKLB) in Q4 2024, closing a stake of 57 shares — an estimated $555 sold.

Capital Performance Advisors first reported a position in RKLB in Q3 2024 and held it in 1 quarter. The position peaked at $555 in Q3 2024. 397 funds tracked by Wall St. Rank hold RKLB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Rocket Lab Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 57 Rocket Lab Corp shares in Q4 2024, an estimated $555.
  • Capital Performance Advisors first reported a position in Rocket Lab Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Rocket Lab Corp position peaked at $555 in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.